BANK OF THE JAMES FINANCIAL GROUP INC (BOTJ) — Institutional Holders, Q2 2026
45 institutional investment managers reported a BOTJ position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $36.8M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BOTJ in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
New positions
18
Added to
12
Trimmed
9
Sold out
0
Biggest buyers
- North Reef Capital ManagementNew · +50,132 sh+$1.3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLPNew · +35,058 sh+$894.7K
- RENAISSANCE TECHNOLOGIESNew · +30,177 sh+$770.1K
- Hillsdale Investment ManagementNew · +17,000 sh+$433.8K
- BlackRockAdded · +13,422 sh+$342.5K
Biggest sellers
- Daytona Street CapitalTrimmed · -78,045 sh-$2.0M
- FourthstoneTrimmed · -51,007 sh-$1.3M
- Krilogy FinancialTrimmed · -10,000 sh-$255.2K
- PETTYJOHN, WOOD & WHITETrimmed · -5,400 sh-$137.8K
- CAPTRUST FINANCIAL ADVISORSTrimmed · -3,333 sh-$85.1K
BOTJ 13F holders ranked 1–45 of 45
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Fourthstone#1 · 334,491 sh | 334,491 | $8.6M | 6.12% | -13.2% |
| 2 | PETTYJOHN, WOOD & WHITE#2 · 218,859 sh | 218,859 | $5.6M | 0.81% | -2.4% |
| 3 | VANGUARD CAPITAL MANAGEMENT#3 · 159,256 sh | 159,256 | $4.1M | <0.01% | -0.3% |
| 4 | CAPTRUST FINANCIAL ADVISORS#4 · 143,977 sh | 143,977 | $3.7M | <0.01% | -2.3% |
| 5 | Daytona Street Capital#5 · 79,078 sh | 79,078 | $2.0M | — | -49.7% |
| 6 | North Reef Capital Management#6 · 50,132 sh | 50,132 | $1.3M | 0.05% | New |
| 7 | GEODE CAPITAL MANAGEMENT#7 · 42,202 sh | 42,202 | $1.1M | <0.01% | +19.0% |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT#8 · 37,682 sh | 37,682 | $961.6K | 0.02% | +4.0% |
| 9 | DIMENSIONAL FUND ADVISORS#9 · 37,178 sh | 37,178 | $948.4K | <0.01% | +11.1% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#10 · 35,058 sh | 35,058 | $894.7K | <0.01% | New |
| 11 | RENAISSANCE TECHNOLOGIES#11 · 30,177 sh | 30,177 | $770.1K | <0.01% | New |
| 12 | Empowered Funds#12 · 24,682 sh | 24,682 | $629.9K | <0.01% | +6.2% |
| 13 | BlackRock#13 · 24,219 sh | 24,219 | $618.1K | 0.00% | +124.3% |
| 14 | VANGUARD FIDUCIARY#14 · 23,976 sh | 23,976 | $611.9K | <0.01% | -7.2% |
| 15 | FIRST MANHATTAN#15 · 22,311 sh | 22,311 | $569.4K | <0.01% | 0.0% |
| 16 | LPL Financial#16 · 19,054 sh | 19,054 | $486.2K | <0.01% | +33.1% |
| 17 | Krilogy Financial#17 · 18,900 sh | 18,900 | $482.3K | — | -34.6% |
| 18 | Hillsdale Investment Management#18 · 17,000 sh | 17,000 | $433.8K | <0.01% | New |
| 19 | MontVue Capital Management#19 · 13,297 sh | 13,297 | $339.3K | — | +6.1% |
| 20 | ACADIAN ASSET MANAGEMENT#20 · 12,643 sh | 12,643 | $318.0K | <0.01% | +522.8% |
| 21 | RFG - Bristol Wealth Advisors#21 · 11,391 sh | 11,391 | $290.7K | — | +0.4% |
| 22 | FIDUCIARY#22 · 10,048 sh | 10,048 | $256.4K | <0.01% | New |
| 23 | MARSHALL WACE, LLP#23 · 9,615 sh | 9,615 | $245.4K | <0.01% | New |
| 24 | NORTHERN#24 · 9,095 sh | 9,095 | $232.1K | 0.00% | New |
| 25 | STATE STREET#25 · 8,700 sh | 8,700 | $222.0K | 0.00% | New |
| 26 | ENVESTNET ASSET MANAGEMENT#26 · 8,640 sh | 8,640 | $220.5K | <0.01% | New |
| 27 | Plancorp#27 · 8,250 sh | 8,250 | $215.4K | <0.01% | New |
| 28 | WELLS FARGO & COMPANY#28 · 6,350 sh | 6,350 | $162.1K | 0.00% | +0.1% |
| 29 | Union Bankshares#29 · 6,000 sh | 6,000 | $153.1K | <0.01% | 0.0% |
| 30 | OSAIC#30 · 5,548 sh | 5,548 | $141.6K | <0.01% | New |
| 31 | MORGAN STANLEY#31 · 4,010 sh | 4,010 | $102.3K | 0.00% | -0.4% |
| 32 | Vanguard Global Advisers#32 · 2,910 sh | 2,910 | $74.3K | 0.00% | -39.8% |
| 33 | Mirae Asset Global Investments , Ltd.#33 · 1,701 sh | 1,701 | $43.4K | <0.01% | New |
| 34 | LOS ANGELES CAPITAL MANAGEMENT#34 · 1,416 sh | 1,416 | $36.1K | <0.01% | New |
| 35 | Russell Investments Group, Ltd.#35 · 1,019 sh | 1,019 | $25.2K | 0.00% | New |
| 36 | UBS Group AG#36 · 853 sh | 853 | $21.8K | 0.00% | +1321.7% |
| 37 | Farther Finance Advisors#37 · 476 sh | 476 | $12.1K | — | 0.0% |
| 38 | Integrated Wealth Concepts#38 · 323 sh | 323 | $8.2K | 0.00% | New |
| 39 | Tower Research Capital (TRC)#39 · 304 sh | 304 | $7.8K | <0.01% | +112.6% |
| 40 | JONES FINANCIAL COMPANIES LLLP#40 · 300 sh | 300 | $7.4K | 0.00% | 0.0% |
| 41 | JPMORGAN CHASE#41 · 81 sh | 81 | $2.0K | 0.00% | New |
| 42 | BARCLAYS PLC#42 · 15 sh | 15 | $383.00 | 0.00% | New |
| 43 | FMR#43 · 5 sh | 5 | $128.00 | 0.00% | 0.0% |
| 44 | Caitong International Asset Management , Ltd#44 · 4 sh | 4 | $102.00 | 0.00% | New |
| 45 | SBI Securities , Ltd.#45 · 2 sh | 2 | $51.00 | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.